by Kristin Beane | Apr 22, 2025 | Community News, Consumer News, FPANE News, Home Page Features, Webinars & Events
Join FPA NE and Maria Milina, PhD., Research Analyst on the DWS Research Institute Team for: Artificial Intelligence – machines take over Artificial Intelligence (“AI”) is poised to reshape the global economy, with the potential to add trillions of dollars to global...
by Kristin Beane | Apr 16, 2025 | Community News, Consumer News, FPANE News, Home Page Features, Webinars & Events
Please join CFA Society Boston, Boston Women in Finance, Women in ETFs Boston, Women in Investing Network & Supporting, and Women Investing for a Sustainable Economy, Women’s Initiative of the Financial Planning Association of New England, and Massachusetts...
by Kristin Beane | Jan 26, 2025 | Consumer News, FPANE News, Home Page Features
Hosts Brad Wright and Kathleen Kenealy are joined by Sam Gough and Abe Ringer. Sam is the 2025 incoming FPA-NE Chapter President and Abe will be President-Elect (2026 President). When not volunteering to run our chapter, Sam is a Senior Client Advisor with...
by Kristin Beane | Jan 24, 2025 | Consumer News, FPANE News, Home Page Features
Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA More and more I keep hearing from other financial planners that they are struggling to find good CPAs that they can send their clients to for tax preparation. Too many CPAs are either retiring or...
by Kristin Beane | Jan 23, 2025 | Consumer News, FPANE News, Home Page Features
On this episode we speak with psychologist, behavioral finance expert and New York Times best-selling author, Dr. Daniel Crosby. Dr. Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, host of the Standard Deviations podcast, and author of numerous...
by Kristin Beane | Oct 29, 2024 | Consumer News, FPANE News, Home Page Features
Hosts Brad Wright and Mike Connaughton are joined by Julie Casey of Definiti. Julie is Regional Sales Director – New England Territory, for Definiti, which is a national retirement services firm that helps workplace organizations with retirement plan expertise,...
